See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,531 | $121,341-20.4% | $189,513-49.1% | $79,386+21.6% |
| Participation rate | 90.1% | 86.1%+4.0pp | 87.8%+2.3pp | 70.7%+19.4pp |
| Annual return | 7.03% | 21.08%-14.1pp | 555.15%-548.1pp | 116.85%-109.8pp |
| Employer contribution / active EE | $2,766 | $3,915-29.3% | $6,162-55.1% | $2,427+13.9% |
| Participant deferral / active EE | $3,147 | $6,395-50.8% | $8,221-61.7% | $4,046-22.2% |
| Admin fee / account holder | $2,625 | $651+303.0% | $12,045-78.2% | $626+319.0% |